WPG Advisers’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

WPG Advisers’s Portfolio VTEB Stock Details VTEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$957K	Sell	18,914 -296	-2%	-$14.9K	0.56%	27
2026 Q1	$958K	Buy	19,210 +61	+0.3%	+$3.08K	0.71%	23
2025 Q4	$963K	Sell	19,149 -146	-0.8%	-$7.35K	0.71%	24
2025 Q3	$966K	Sell	19,295 -816	-4%	-$40.1K	0.75%	22
2025 Q2	$986K	Buy	20,111 +2,240	+13%	+$109K	0.83%	21
2025 Q1	$887K	Sell	17,871 -4,429	-20%	-$222K	0.83%	20
2024 Q4	$1.12M	Buy	+22,300	New	+$1.13M	1.04%	14

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

WPG Advisers's VTEB Position: Q2 2026 in Review

WPG Advisers reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.5% in Q2 2026, selling an estimated $14.9K and leaving 18,914 shares worth $957K. The position accounts for 0.56% of the portfolio, ranked #27.

WPG Advisers first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q4 2024. 983 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

WPG Advisers held 18,914 shares of Vanguard Tax-Exempt Bond Index Fund worth $957K as of Q2 2026.
WPG Advisers sold 296 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $14.9K.
Vanguard Tax-Exempt Bond Index Fund made up 0.56% of WPG Advisers's portfolio in Q2 2026, its #27 holding.
WPG Advisers first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.12M in Q4 2024.
983 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.